Cash Flow Management
Pipeline Optimization
Dynamic Forecasting
Financial Statements Metrics Review
3-4 Meetings per Month & Limited Online Support
Pricing starts at: $2,000 Bi-weekly*
Are you frustrated with the financial management component of your business?
✓ Having trouble managing cash in your growing company
✓ Don’t have a finance background and find it difficult to interpret your financial data
✓ Don’t have time to review and measure financial performance
✓ Unsure how to grow and remain profitable
✓ Unsure how to evaluate investments in people, marketing, or technology
✓ Don’t have the funds to hire a full-time CFO
Our Level 1 Core Plan may be a perfect fit! Contact us to get started.
Value Creation Roadmap
Quarterly Planning
Scorecard
Dashboard Management
4+ Meetings per Month & Unlimited Online Support
Pricing starts at: $2,750 Bi-weekly*
Are you overwhelmed with the difficulties of growing a valuable and scalable company?
✓ Confused about what you should do next to scale
✓ Struggling with a lack of consistency
✓ Too busy to develop and maintain operational tools
✓ Unsure how to create a more valuable company
✓ Inconsistent revenue
Our Level 2 Scale Plan may be a perfect fit! Contact us to get started.
*All fees are dependent on the size of the company and services provided.
Please set up a consultation here for pricing specific to your company.
Levels & Pricing
Our Process
Book a virtual discovery call as an opportunity for you to discuss goals and challenges, plus receive personalized recommendations on improving your financial management.
Understanding your business, team, goals, financial process, and current financial health.
We develop a financial forecast and create a company dashboard by setting key performance indicators.
We meet bi-weekly to cover:
✓ Cash Flow Management
✓ Update Financial Forecast
✓ Review KPIs
✓ Growth & Profitability Opportunities
✓ Follow-up Projects
